Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

CEOs and presidents at some of the country’s largest RIAs reflect on a year of rampant acquisition and professionalization ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Corey Kupfer is founder & managing partner of Kupfer PLLC, a law firm that specializes in working with RIAs on M&A, tuck-ins, breakaways and succession planning. He’s been telling InvestmentNews how ...

Private equity firms were behind a record-breaking year of RIA mergers and acquisitions as high valuations and aging advisors ...

This is the 14th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

The serial acquirer with more than $130 billion in estimated AUM is making its debut in Louisiana with a Baton Rouge-based ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

In the world of wealth management, growth often feels like the ultimate goal. For many Registered Investment Advisor (RIA) firms, selling to a large national company seems like the natural next step, ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...